SEI Investments Co
SEIC- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000350894
In the last 90 days, SEI Investments Co insiders filed 0 open-market purchases and 10 sales; 575 institutions reported holding it in 13F filings for Q2 2026, worth $7.94B in total; Markel Group is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in SEI Investments Co as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 491
- +37 vs. Q3 2023
- Shares held
- 92.8M
- −426.6K (−0.5%) vs. Q3 2023
- Total value
- $5.90B
- +$270.9M (+4.8%) vs. Q3 2023
- New holders
- 69
- 142 more added
- Sold out
- 32
- 182 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SEIC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 575 | $7.94B |
| Q1 2026 | 569 | $7.06B |
| Q4 2025 | 562 | $7.31B |
| Q3 2025 | 550 | $7.51B |
| Q2 2025 | 564 | $8.09B |
| Q1 2025 | 546 | $7.27B |
| Q4 2024 | 540 | $7.52B |
| Q3 2024 | 502 | $6.35B |
| Q2 2024 | 493 | $6.02B |
| Q1 2024 | 475 | $6.77B |
| Q4 2023 | 491 | $5.90B |
| Q3 2023 | 462 | $5.63B |
| Q2 2023 | 458 | $5.53B |
| Q1 2023 | 444 | $5.36B |
| Q4 2022 | 446 | $5.45B |
| Q3 2022 | 433 | $4.63B |
| Q2 2022 | 456 | $5.18B |
| Q1 2022 | 465 | $5.81B |
| Q4 2021 | 472 | $5.94B |
| Q3 2021 | 446 | $5.73B |
| Q2 2021 | 440 | $6.04B |
| Q1 2021 | 443 | $5.97B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fairman Group, LLC | 1 | $54 | 0.00% | +1 | New |
| Johnson Financial Group, Inc. | 2 | $129 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 4 | $255 | 0.00% | −13−76.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $318 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 8 | $508 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $572 | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 9 | $572 | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 10 | $636 | 0.00% | +10 | New |
| Larson Financial Group LLC | 10 | $650 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $763 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $826 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 17 | $1.08K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 18 | $1.15K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $1.46K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 26 | $1.65K | 0.00% | −6−18.8% | Reduced |
| National Bank of Canada | 30 | $1.89K | 0.00% | −24,317−99.9% | Reduced |
| Versant Capital Management, Inc | 31 | $1.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $2.00K | 0.00% | −17−38.6% | Reduced |
| MCF Advisors LLC | 32 | $2.05K | 0.00% | +32 | New |
| Red Tortoise LLC | 33 | $2.10K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 34 | $2.16K | 0.00% | +34 | New |
| Sunbelt Securities, Inc. | 35 | $2.22K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 37 | $2.35K | 0.00% | +6+19.4% | Added |
| Lindbrook Capital, LLC | 43 | $2.73K | 0.00% | −17−28.3% | Reduced |
| Farmers & Merchants Investments Inc | 44 | $2.80K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 46 | $2.94K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 53 | $3.41K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 54 | $3.45K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 60 | $3.81K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 63 | $4.00K | 0.00% | +63 | New |
| Bell Investment Advisors, Inc | 72 | $4.58K | 0.00% | −4−5.3% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 75 | $4.81K | 0.00% | +75 | New |
| Tradition Wealth Management, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 94 | $5.97K | 0.00% | −16−14.5% | Reduced |
| Simplex Trading, LLC | 96 | $6.00K | 0.00% | +95+9,500.0% | Added |
| Tortoise Investment Management, LLC | 100 | $6.36K | 0.00% | +100 | New |
| Prestige Wealth Management Group LLC | 105 | $6.72K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 108 | $6.86K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 114 | $7.25K | 0.00% | +2+1.8% | Added |
| Cullen/Frost Bankers, Inc. | 120 | $7.63K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 121 | $7.69K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $8.26K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $8.43K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 153 | $9.78K | 0.01% | +153 | New |
| Frazier Financial Advisors, LLC | 157 | $9.98K | 0.01% | +157 | New |
| Banque Cantonale Vaudoise | 156 | $10.0K | 0.00% | −861−84.7% | Reduced |
| Huntington National Bank | 162 | $10.3K | 0.00% | −55−25.3% | Reduced |
| North Star Investment Management Corp. | 170 | $10.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 188 | $11.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 197 | $12.5K | 0.00% | +61+44.9% | Added |
| Anchor Investment Management, LLC | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 209 | $13.0K | 0.00% | −853−80.3% | Reduced |
| Quent Capital, LLC | 208 | $13.2K | 0.00% | +64+44.4% | Added |
| GWM Advisors LLC | 237 | $15.1K | 0.00% | −251−51.4% | Reduced |
| LGT Financial Advisors LLC | 245 | $15.6K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 248 | $15.8K | 0.00% | +248 | New |
| Zions Bancorporation, N.A. | 277 | $17.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 300 | $19.1K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 303 | $19.3K | 0.04% | +114+60.3% | Added |
| M&R Capital Management Inc | 318 | $20.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 351 | $22.3K | 0.00% | +146+71.2% | Added |
| Ronald Blue Trust, Inc. | 394 | $23.0K | 0.00% | +138+53.9% | Added |
| CoreFirst Bank & Trust | 373 | $23.7K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 375 | $23.8K | 0.02% | +375 | New |
| Asset Dedication, LLC | 383 | $24.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $25.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 436 | $27.7K | 0.01% | +51+13.2% | Added |
| DHJJ Financial Advisors, Ltd. | 445 | $28.3K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 465 | $29.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 514 | $32.7K | 0.00% | −101−16.4% | Reduced |
| VisionPoint Advisory Group, LLC | 514 | $32.7K | 0.01% | +1+0.2% | Added |
| Washington Trust Advisors, Inc. | 526 | $33.4K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 548 | $34.8K | 0.02% | +548 | New |
| Central Trust Co | 582 | $37.0K | 0.00% | +101+21.0% | Added |
| Hazlett, Burt & Watson, Inc. | 600 | $38.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 600 | $38.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 620 | $39.4K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 640 | $40.7K | 0.03% | +70+12.3% | Added |
| Harbor Investment Advisory, LLC | 650 | $41.3K | 0.00% | −150−18.8% | Reduced |
| Private Trust Co NA | 698 | $44.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 715 | $45.1K | 0.00% | +144+25.2% | Added |
| Advisory Services Network, LLC | 790 | $50.2K | 0.00% | +790 | New |
| UniSuper Management Pty Ltd | 800 | $50.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 814 | $51.7K | 0.01% | +1+0.1% | Added |
| Evolution Advisers, Inc. | 873 | $55.0K | 0.04% | +873 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $56.9K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 910 | $57.8K | 0.01% | +4+0.4% | Added |
| South State Corp. | 930 | $59.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 934 | $59.4K | 0.00% | −105−10.1% | Reduced |
| Neo Ivy Capital Management | 960 | $61.0K | 0.14% | +960 | New |
| Steward Partners Investment Advisory, LLC | 1,015 | $64.5K | 0.00% | +150+17.3% | Added |
| Principal Securities, Inc. | 1,039 | $66.0K | 0.00% | +1,039 | New |
| Toth Financial Advisory Corp | 1,191 | $75.7K | 0.01% | −200−14.4% | Reduced |
| Smithfield Trust Co | 1,195 | $76.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $76.3K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,219 | $77.0K | 0.00% | +1,219 | New |
| GAMMA Investing LLC | 1,239 | $78.4K | 0.02% | +1,239 | New |